Paul Kedrosky
Paul Kedrosky discussed the AI boom as a capital-spending phenomenon rather than a labour-market one, arguing that isolated data points are being used to confirm bullish priors through motivated reasoning 1. He said AI infrastructure’s scale could distort trade, inflation and sovereignty, while competitive fundraising creates a collective-action problem that keeps the race going 1. On another podcast, he argued that AI investment is being justified by selective narratives despite weak analysis, and that technology costs and power requirements will fall sharply 2.
Their output
2 in September 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Dan Nathan 4 mentions
- Ed Zitron 3 mentions
- Guy Adami 1 mention
- Gary Marcus 1 mention
- James Chanos 1 mention
- Bobby Bones 1 mention
- Gene Munster 1 mention
- Andrew Siciliano 1 mention
What they talk about
- Space Exploration Technologies Corp. 2 items
- CoreWeave 2 items
- data centers 2 items
- GDP growth 2 items
- AI 2 items
- IPO 2 items
- options 2 items
- 10-year 2 items
See what your own voices say about Paul Kedrosky, every morning.
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